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Take Advantage of Underutilized Employee Benefits during Open Enrollment

By Andrew Trammell | October 28, 2019

While most people look forward to Thanksgiving during November, it’s important not to gloss over the importance of your Open Enrollment and Employee Benefits packets. For most employees, Open Enrollment occurs every November and means attending a few review workshops and making selections. Reviewing your employee benefits is a crucial step that sets the stage…

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MEET THE TEAM:
Patrick Thompson
Chief Operating Officer

By Josh Weller | October 16, 2019

Duty, Faith, and Family “In my teenage years, as I was heading out of the house for the evening, my Dad would say ‘Patrick, don’t forget you’re representing our family. Act accordingly.’ It was an upbringing steeped in faith and responsibility, and I’m glad it was. It seems to have turned out well.” Born in…

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State-of-Florida-Drop-Retirement-Plan

State of Florida Employees:
A “DROP” to Benefit From!

By Andrew Trammell | October 15, 2019

An Overview of the Florida Retirement System (FRS) Deferred Retirement Option Program (DROP) If you’re a member of the Florida Pension Plan you have access to a unique retirement benefit that can kick-start your retirement in a positive direction: The Deferred Retirement Option Program (DROP). First things first: check with the FRS to make sure…

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The Little Known Tax Implications of Required Minimum Distributions (RMDs) in 401(k) Accounts

By Andrew Trammell | October 1, 2019

The Importance of Using Roth IRA Conversions to Reduce Required Minimum Distributions (RMDs)  On April 1st of the year following attainment of age 70 ½, you are required to start taking distributions from most traditional retirement accounts. You can always withdraw more, however you cannot remove less then the Required Minimum Distribution (RMD). The IRS…

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